Become an Associate Advisor with People Corporation in Burnaby, BC, where you will provide tailored financial solutions focusing on insurance and investment products. This role combines advisory skills with relationship management. In this position, you will educate clients on various financial products while helping them meet their individual financial aspirations.
Your proven track record in sales and established client network will position you for success. You will also need to comply with licensing requirements while traveling for in-person meetings across the region. Key Responsibilities:
Advise clients on life insurance and mutual funds
Foster long-term relationships to enhance client retention
Ensure compliance with selling requirements
Help clients achieve their financial goals
Conduct in-person meetings throughout the region Requirements:
LLQP certification—valid or in-progress
Post-secondary degree in business or marketing
Familiarity with the local insurance product market
Valid driver's license and personal vehicle
Prior sales experience in a consumer-directed setting Drive financial success for your clients as an Associate Advisor specializing in insurance and investments at People Corporation.